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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $129,737-63.2% | $119,126-59.9% | $154,746-69.1% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 23.78% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.6pp |
| Employer contribution / active EE | $2,026 | $4,375-53.7% | $4,034-49.8% | $4,379-53.7% |
| Participant deferral / active EE | $9,300 | $5,842+59.2% | $5,318+74.9% | $6,730+38.2% |
| Admin fee / account holder | $819 | $11,961-93.2% | $10,693-92.3% | $14,365-94.3% |